Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (10)
Average in Peer Group (52)
Highest in Peer Group (79)

Plan Description

United States Veterans Initiative Retirement Savings Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 48. United States Veterans Initiative Retirement Savings Plan currently has over 500 active participants and over $3.7M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (48) and the top rated plan (79) could equate to:
13
Additional years of work
218,922
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 800 West Sixth Street Suite
  • Location
    Los Angeles , CA
  • 90017
  • Industry
    Vocational Rehabilitation Services
  • Administrator
    Daniel Warzenski
  • Net Plan Assets
    $3,740,000
  • Total Participants
    530
  • Avg Account Balance
    $12,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Poor

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

60

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC I Blue Chip Growth 13%
N/A
VALIC II Moderate Growth Lifestyle 12%
N/A
VALIC I Money Market 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Valic
Insurance Advisor/Broker
Rodriguez, Sean P
Insurance Advisor/Broker
Baz Nissan
Insurance Advisor/Broker
Robert W Fleishman
Insurance Advisor/Broker
Elelumhe Kalimetu Garuba-Hawthorne
Insurance Advisor/Broker
Gary Adam Hersch
Insurance Advisor/Broker
Gary Wayne Yarnall
Insurance Advisor/Broker
Stephanus Van Blommestein
Insurance Advisor/Broker
Nagata, Ethan
Insurance Advisor/Broker
Charles C Kuahine III
Insurance Advisor/Broker
Various
Insurance Advisor/Broker
Eva Susan Flaster
Insurance Advisor/Broker
Van Den Hudding, Monica
Insurance Advisor/Broker
Yashiro, Jonathan
Insurance Advisor/Broker
Ashley Wayne Folkes
Insurance Advisor/Broker
Fred L. Brandenburg
Insurance Advisor/Broker
Michael Kreger
Insurance Advisor/Broker
Erik Owen Jensen
Insurance Advisor/Broker
Melvin Ronaldo Jenkins
Insurance Advisor/Broker
Elise Cosby
Insurance Advisor/Broker
Western, Valic
Insurance Advisor/Broker
Orlando Batturaro
Insurance Advisor/Broker
Hrncir, Kristen L
Insurance Advisor/Broker
Daniel R. Bergland
Insurance Advisor/Broker
David D Duque
Auditor
Russon & Johnston CPAS

Articles and Questions

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